WCM

Wunderlich Capital Managemnt Portfolio holdings

AUM $224M
1-Year Est. Return 21.93%
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.87M
3
+$3.67M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.3M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.18%
2 Financials 10.8%
3 Industrials 8.89%
4 Healthcare 8.75%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 12.49%
+70,603
2
$5.87M 5.62%
+31,603
3
$3.67M 3.52%
+32,166
4
$2.3M 2.2%
+43,560
5
$2.2M 2.11%
+21,170
6
$1.9M 1.82%
+32,906
7
$1.77M 1.7%
+16,326
8
$1.68M 1.61%
+106,551
9
$1.64M 1.57%
+18,719
10
$1.6M 1.53%
+6,549
11
$1.57M 1.5%
+60,524
12
$1.57M 1.5%
+28,721
13
$1.57M 1.5%
+22,665
14
$1.55M 1.48%
+27,860
15
$1.54M 1.48%
+76,888
16
$1.46M 1.4%
+12,840
17
$1.46M 1.4%
+10,722
18
$1.46M 1.4%
+30,406
19
$1.45M 1.39%
+17,244
20
$1.44M 1.38%
+1,242
21
$1.42M 1.36%
+16,250
22
$1.4M 1.34%
+18,398
23
$1.36M 1.3%
+13,093
24
$1.35M 1.29%
+14,504
25
$1.34M 1.28%
+34,952
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